Capital Group equity portfolio manager Chris Buchbinder and economist Jared Franz stress test the bull and bear cases for AI. They cover whether we are in an AI boom or bubble and what productivity gains could mean for the U.S. economy and job markets. This podcast is from a rece ...Show more
How GM's Chair and CEO is redefining what's possible at a legacy company
How does General Motors Chair and Chief Executive Officer Mary Barra lead transformation at scale, all while technology is rewriting the playbook? According to her, it's about maintaining the company's history of innovation and understanding that "no one has a right to exist — ev ...Show more
Investing after the Iran war ends
Capital Group portfolio manager Steve Watson shares his thoughts on investing in global equity markets at a time when the world is getting to be a more dangerous place. He also looks ahead to the end of the Iran war and what it could mean for the stock market, oil prices and glob ...Show more
How a neuroscientist invests in biopharma
Equity analyst Laura Nelson Carney uses her PhD in neuroscience to help spot medical innovation around the world. She brings a deep understanding of science to health care investing, using her research and drug development experience to help identify breakthrough drugs. And today ...Show more
Beyond AI: Investing in the physical economy
Brittain Ezzes, a portfolio manager for Capital Group Dividend Value ETF, shares her perspective on an unexpected rally this year among heavy-asset companies, or companies outside of AI and big tech. She offers three catalysts that could sustain the rally, identifies areas where ...Show more